Client Profiles
Save names, phone numbers, IDs, lead status, priority, payment status, summaries and private notes beside each conversation.
Turn social conversations into organized leads, sales and repeat revenue. Manage contacts, products, invoices, payments, subscription dates, follow-ups and campaign sources beside WhatsApp Web and Messenger.
Move from enquiry to customer, invoice, payment, renewal and repeat follow-up without maintaining disconnected notes.
Save names, phone numbers, IDs, lead status, priority, payment status, summaries and private notes beside each conversation.
Connect every contact to Facebook, Messenger, WhatsApp, Instagram, Google, TikTok, organic or referral campaigns.
Create a reusable product catalog for units, kilograms, subscriptions, services, packages and credits.
Generate PDF invoices with company branding, line items, discount, payment, balance and synchronized due dates.
Record partial or full payments, calculate outstanding balances and keep last-payment dates synchronized.
Manage start dates, expiry dates, renewals, next payment dates and reminder windows from one master record.
Record outcomes, schedule the next action and preserve a chronological history for each lead or customer.
Use a company-owned Google Sheet for shared contacts, products, payments, invoices, follow-ups and dashboards.
Review monthly expected subscription revenue, invoiced totals, collections, dues, expiries and top ad sources.
Manage leads from client campaigns and prove which ads produce sales.
Track product enquiries, orders, payments, delivery dues and repeat buyers.
Handle course enquiries, installment payments, batches and renewal reminders.
Manage package enquiries, monthly payments, expiry dates and support follow-ups.
Organize property leads, budgets, viewing follow-ups and campaign sources.
Track package enquiries, quotations, deposits, balances and travel dates.
Build a reliable sales and follow-up process around the conversations your team already uses.